Barrett & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $680K | Sell |
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|
2025
Q2 | $694K | Hold |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $780K | Hold |
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|
2024
Q2 | $766K | Hold |
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|
2024
Q1 | $767K | Hold |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $782K | Hold |
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|
2023
Q1 | $793K | Buy |
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|
2022
Q4 | $767K | Hold |
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|
2022
Q3 | $767K | Buy |
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